Craig Jon Olson

Current Employers

Employment History

• 09/1989 → Present
  Vergepointe Llp
  Lake Oswego, OR
• 09/2009 → Present
  Vergepointe Wealth Management, Llc
  Lake Oswego, OR

Previous Registrations

• 2003-08-04 → 2009-11-23
  Kms Financial Services, Inc.
  Lake Oswego, OR
• 2002-02-28 → 2003-05-23
  Veravest Investment Advisors, Inc.
  Portland, OR

Other Businesses

(1) VERGEPOINTE TRANSACTIONS, LLC; LAKE OSWEGO, OR; M&A ASSET SALES AND OTHER CONSULTING; MANAGING DIRECTOR; NORMAL BUSINESS HOURS WHICH VARY AND COMPENSATION BASED ON ENGAGEMENT. (2) VERGEPOINTE LLP; LAKE OSWEGO, OR; CPA AND CONSULTING FIRM; NON SECURITIES BUSINESS; HOURS VARY BASED ON ASSIGNMENTS, DIVIDED BY OTHER VERGEPOINTE COMPANIES AND FIRMS TO TOTAL FULL-TIME EMPLOYMENT. (3) VERGEPOINTE CAPITAL, LLC; LAKE OSWEGO, OR; GENERAL PARTNER OF SEVERAL PRIVATE LIMITED PARTNERSHIPS; HOURS VARY. (4) VPACTC, LLC; MEMBER AND NON-INVESTMENT RELATED BUSINESS; HOLDING COMPANY FOR INVESTMENT OF CRIMSON TRACE CORPORATION; HOURS ARE MINIMAL AND COMPENSATION IS ZERO TO SMALL AND WOULD VARY BASED ON SHAREHOLDER DECISION MAKING. (5) INDEPENDENT INSURANCE REPRESENTATIVE; LICENSED TO SELL INSURANCE PRODUCTS THROUGH VARIOUS INSURANCE COMPANIES; HOURS VARY. (5) SMC BUILDING LLC -&- FIFTEEN 400, LLC; LAKE OSWEGO, OR; LLC MEMBER; OFFICE RENTAL 15400 BOONES FERRY ROAD, LAKE OSWEGO; NOT INVESTMENT-RELATED; START DATE: 12/2024; 1-2 HOURS PER MONTH; SUPERVISOR.

Exams

• S66 Uniform Combined State Law Examination
  2002-01-02

Designations